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The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
COSTAR GROUP, INC COM 22160N109 26,274 88,482 SH   SOLE   88,482 0 0
GRUBHUB, INC COM 400110102 801,087 11,157,204 SH   SOLE   11,157,204 0 0
HOWARD HUGHES CORP COM 44267D107 144,536 1,101,060 SH   SOLE   1,101,060 0 0
MARTIN MARIETTA MATERIALS, INC COM 573284106 186,918 845,628 SH   SOLE   845,628 0 0
STARS GROUP, INC COM 85570W100 683,341 29,353,133 SH   SOLE   29,353,133 0 0
TRUECAR, INC COM 89785L107 184,511 16,474,191 SH   SOLE   16,474,191 0 0
VULCAN MATERIALS CO COM 929160109 189,263 1,474,352 SH   SOLE   1,474,352 0 0
ZILLOW GROUP, INC CLA 98954M101 574,650 14,105,313 SH   SOLE   14,105,313 0 0
ZILLOW GROUP, INC CLC 98954M200 1,171,795 28,636,248 SH   SOLE   28,636,248 0 0